This feature is a financial management tool that provides precise control and analysis of the amounts invested in initiatives. It simplifies gain tracking, supports decision-making, and helps optimize results.
How to perform financial follow-up?
If there’s an idea assigned to you for financial follow-up, a new task will appear under the Hamburger Menu 👉 My Pendencies, located at the top right corner of the screen.
On this page, you’ll see all ideas that require some action from your user. Using the available filters, you can narrow down the list to show only those with the Earnings Tracking task:
After clicking the icon 
On this page, there are several actions you can take:
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In the Follow-up Setup section, define the Frequency and Number of periods. For example, selecting a Quarterly frequency and setting 4 periods means you’ll track the idea over 4 quarters.
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In the Events section below, you’ll find columns for entering values according to your chosen frequency.
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In the Forecast column, enter the expected costs and financial returns you anticipate from the idea’s implementation.
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Once you complete the forecast, you’ll notice that the Forecast column mirrors the Expected data—this is because, at this stage, the most current data is the forecast you just made.
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Then, click Freeze Forecast to begin real-time tracking of the idea’s results over time.
| Note: Once the forecast is frozen, the values in the Expected column are saved permanently and can no longer be changed. |
- In the Acomplished column, enter the real results achieved from the idea's implementation. Every time you enter a new value, the Forecast column will update to reflect the most current progress. To save your updates, click the Update Tracking button at the bottom of the page.
Finally, to complete the gain tracking and remove the task from your to-do list, just click Finish Tracking.
| Note: Once the gain tracking is finished, it can only be reopened by contacting suporte@aevo.com.br. |